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SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 2023-12-22T12:24 財經茄呢啡 智通財經APP獲悉,手機產業鏈跌幅居前,截至發稿,高偉電子跌5.06%,報20.65港元;丘鈦科技跌3.75%,報4.11港元;舜宇光學跌3.15%,報69.15港元;比亞迪電子跌0.91%,報32.55港元。
SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 2023-12-01T12:40 財經茄呢啡 11 月 28 日,手機中國了解到,知名經濟學者郭明錤直言,華為預估在 1H24 推出新款旗艦機型 P70 系列,包括 P70、P70PRO 與 PRO ART。大立光與舜宇光學科技為 P70 系列的高階鏡頭生產商(前者供貨比重略高),可望在淡季顯著受益於 P70 系列出貨量顯著成長。
SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 2023-12-01T12:40 財經茄呢啡 報道稱現在玻塑混合鏡頭重要廠商為大立光和舜宇光學,從出貨量經驗和現有鏡頭優勢來看,大立光現在要優於舜宇光學。
SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 2023-12-01T12:40 財經茄呢啡 據郭明錤介紹,大立光與舜宇光學科技為玻塑混合鏡頭領導廠商。從大量出貨經驗與既有塑膠鏡頭優勢看,大立光現在的優勢又高於舜宇光學。大立光與舜宇光學現在均能自制模造玻璃,此整合優勢有利提高設計精確度、生產良率與盈利。雖然許多投資人期待大立光與舜宇光學外購模造玻璃創造的其他股票投資機會,但自制模造玻璃才有利品牌大量采用。
SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 2023-11-24T12:33 財經茄呢啡 華為MATE 60 PRO和小米14系列新機的爆賣讓手機產業鏈,迎來了一波消息面上的刺激,小米集團、舜宇光學科技、丘鈦科技、瑞聲科技等概念股的股價均出現了異動。
SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 2023-11-17T12:21 財經茄呢啡 舜宇光學科技11月9日在港交所公告,2023年10月手機鏡頭出貨量1.18億件,同比增加17.5%,重要是因為去年同期因整體智能手機市場需求牛皮而使得基數處於低位。
SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 2023-11-10T12:36 財經茄呢啡 舜宇光學科技在港交所公告,10月,手機鏡頭出貨量同比上漲17.5%,重要是因為去年同期因整體智能手機市場需求疲軟而使得基數處於低位;手機攝像模組出貨量同比上漲23.1%,重要是因為去年同期因整體智能手機市場需求疲軟而使得基數處於低位。
SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 2023-10-13T12:33 財經茄呢啡 舜宇光學9月份車載鏡頭出貨量826.1萬件,同比增7.7%,環比增2.1%,首三季出貨量達7150萬件,同比升21.7%。另指出,如果手機鏡頭毛利率上漲、車載鏡頭增加優於預估,或從新國際客戶獲得更多市場份額,將為舜宇光學目標價帶來上行空間。
SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 2023-09-29T12:24 財經茄呢啡 花旗公布研究報告稱,舜宇光學科技8月手機鏡頭組和相機模塊的出貨量超出指引,可能是由於為外國和本地客戶補充新旗艦機型的庫存。花旗相信,隨著包括華為在內的客戶在8月份推出新旗艦手機後,舜宇光學科技的訂單有望進一步好轉;保持舜宇光學科技中性評級。
SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 2023-09-29T12:24 財經茄呢啡 依據招股書披露,誠瑞光學將歐菲光、大立光、玉晶光、舜宇光學和丘鈦微列為同行業可比上市公司,2021 年鏡頭類產品和模組類產品的行業平均毛利率分別為 44.93%、13.28%,遠遠超過誠瑞光學。
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